Nvidia CEO Jensen Huang is pushing back against growing national security concerns around US AI chips and China, specifically the sale of H200 chips to a rival nation.
In a new interview with Fox Business, Huang says China’s military develops its own chips and has ample domestic alternatives, reducing the strategic risk often cited in debates over export controls.
He points to the rapid growth of China’s homegrown AI semiconductor ecosystem as evidence that Chinese defense systems are not dependent on Nvidia technology.
“First of all, H200 is not used by their military, because their military, like our military, builds on our own chips. And they build plenty of great chips, Huawei and many new startups. They’ve all gone public this year, hundreds of billions of dollars of market value now in building AI chips. So they have lots of AI chips for themselves.”
Huang adds that restricting US companies from competing globally could ultimately weaken America’s position in the AI race rather than strengthen it. He says allowing American chipmakers to operate internationally under a balanced regulatory framework benefits US innovation and competitiveness.
“Allowing American chip companies to compete around the world, we have the benefit of having a thoughtful and balanced strategy.”
In December, President Trump said the US government is allowing Nvidia to ship its H200 chips to approved customers in China and around the world. Nvidia’s H200 product line is two generations behind the chipmaker’s Rubin platform.
Even though Nvidia’s most advanced AI chips are not part of Trump’s relaxed export control policy, Congress has recently advanced a bill that would block the sale of AI hardware to rival militaries. Supporters of the AI Overwatch bill said that artificial intelligence has moved beyond commercial use and can now power military command and cyber operations, among other national security threats.
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